Enterprising Investor
Practical analysis for investment professionals

Conference Collections

Gain fresh perspectives on key issues without leaving your office — CFA Institute Conference Collections assemble the best insights from global events in a single location. Each collection includes a video of the speaker’s presentation, a full transcript of their remarks, and thoughtful analysis placing it in a relevant context for investment professionals. Conference Collections are eligible for CE credits.


Luck vs. Skill: Great Investment Leaders Know the Difference

Our egos are hardwired to fall into the trap of confounding luck and skill. By recognizing the role of chance and reinforcing analytical discipline, investment leaders can build more resilient strategies and teams.

Blinded by Success: How Obsessive Goal-Setting Can Backfire in Finance and Beyond

Ambition is a powerful driver of success, but without perspective, it can become a liability.

For Investment Leaders: Why You Should Learn to Love Losing

Sébastien Page, CFA, shares the story of a grueling handball match that reshaped a competitor’s mindset and reveals how investment leaders can apply the same principles of mastery, resilience, and long-term success to their organizations.

For the Investment Professional: The Mindset Shift that Changes Everything

Whether you’re leading a team or climbing your own Everest, focusing on the journey will get you further than obsessing over the destination.

Climbing the Ladder in Finance: The PIE Framework for Investment Professionals

Promotions require more than just hard work and results. By mastering the PIE framework, you’ll position yourself for long-term career success.

Top 10 Posts from 2017: Markets during War, Rules for Equity Valuations, LinkedIn Tips

What were the articles of the year on Enterprising Investor? The 10 leading posts covered a broad spectrum of subjects, from interviewing and cover letter tips, to how to optimize decision making and better understand blockchain technology. They were authored by some of the most influential thinkers in finance, including Michael Batnick, CFA, and Ben Carlson, CFA, and together offer an illuminating view into the state of the investment profession in 2017.

Richard H. Thaler: To Intervene or Not to Intervene

Richard Thaler reviewed many of our behavioral frailties at the 70th CFA Institute Annual Conference in Philadelphia. The key takeaway, according to Shreenivas Kunte, CFA, CIPM: If only we could learn.

The Sharing Economy and the Evolution of Crowd-Based Capitalism

Technological advances are reshaping the global economic system and the future of work. At the 70th CFA Institute Annual Conference, Arun Sundararajan shared his findings on how technology is transforming the labor force and business organizations.

Resolving ESG Conflicts: Important, But Not Material?

Environmental, social, and governance (ESG) issues are important, but are all of them material? California State Teachers Retirement System (CalSTRS) CIO Christopher J. Ailman discusses how he resolves investment conflicts.

Blockchain 101 with Campbell R. Harvey

So, what is blockchain? What will it do to our industry? Campbell R. Harvey led an extended presentation on the subject.